Keystone Investors’s Super Micro Computer SMCI Stock Holding History

Keystone Investors’s Portfolio SMCI Stock Details SMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-897,560	Closed	-$24.6M	–	55
2023 Q3	$24.6M	Sell	897,560 -336,970	-27%	-$9.4M	2.93%	12
2023 Q2	$30.8M	Buy	1,234,530 +1,209,340	+4,801%	+$20.3M	5.34%	7
2023 Q1	$268K	Buy	+25,190	New	+$227K	0.05%	37

Other funds holding SMCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Keystone Investors's SMCI Position: Q4 2023 in Review

Keystone Investors sold out of Super Micro Computer (SMCI) in Q4 2023, closing a stake of 897,560 shares — an estimated $24.6M sold.

Keystone Investors first reported a position in SMCI in Q1 2023 and held it in 3 quarters. The position peaked at $30.8M in Q2 2023. 656 funds tracked by Wall St. Rank hold SMCI as of Q4 2023.

Keystone Investors reported no remaining Super Micro Computer position as of Q4 2023 after selling out during the quarter.
Keystone Investors sold 897,560 Super Micro Computer shares in Q4 2023, an estimated $24.6M.
Keystone Investors first reported a position in Super Micro Computer in Q1 2023 and held it in 3 quarters.
Keystone Investors's Super Micro Computer position peaked at $30.8M in Q2 2023.
656 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2023.

Based on Keystone Investors's 13F filing for Q4 2023, filed 8 Feb 2024.